Thank you for your purchase of your recent subscription(s)!
To help ensure a smooth and efficient onboarding experience, we’ve put together this guide outlining the key items and materials you’ll need to prepare for your upcoming appointment with your Client Success Representative.
Coming prepared to your onboarding appointment with the necessary materials will help us set up your subscription products quickly and accurately, so you can start creating real, personal connections with your network as soon as possible!
*Please note, you must be in front of a computer for the appointment. You should also expect to spend approximately 30-60 minutes during the appointment making your submissions.
Essential Living Magazine, Escapes + Experiences Magazine, Retiring Well Magazine:
- Photo / Headshot
- Company logo
- List of names and addresses (minimum of 10 to start)
Enhanced and Expert Managed Social Media:
- Photo / Headshot
- Company logo
- Login information to your social media platform(s)
Inbox Essentials:
- Photo / Headshot
- Company logo
- List of names and email addresses (minimum of 10 to start)
Essential Experiences Testimonial Service:
- Photo / Headshot
- Company logo
- List of names and email addresses (minimum of 10 to start)
- Login information to your social media platform(s)
Postcard Subscription:
- Photo / Headshot
- Company logo
- List of names and email addresses (minimum of 10 to start if you are providing your own contacts), or…
- Zip code if you would like us to procure a targeted list of contacts
Please make sure you only bring the requested items for the subscription(s) you signed up for below. We look forward to working with you and making your onboarding experience as seamless as possible!